Rehmann Capital Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Rehmann Capital Advisory Group’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Sell	4,699 -110	-2%	-$14K	0.03%	366
2026 Q1	$540K	Buy	4,809 +1,378	+40%	+$164K	0.03%	377
2025 Q4	$415K	Buy	+3,431	New	+$412K	0.02%	441
2025 Q3	–	Sell	-1,837	Closed	-$201K	–	649
2025 Q2	$201K	Buy	+1,837	New	+$185K	0.01%	591
2022 Q2	–	Sell	-3,525	Closed	-$286K	–	520
2022 Q1	$286K	Buy	+3,525	New	+$283K	0.03%	416

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Rehmann Capital Advisory Group's ESGV Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 4,699 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #366.

Rehmann Capital Advisory Group first reported a position in ESGV in Q1 2022 and has held it in 5 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Rehmann Capital Advisory Group held 4,699 shares of Vanguard ESG US Stock ETF worth $621K as of Q2 2026.
Rehmann Capital Advisory Group sold 110 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $14K.
Vanguard ESG US Stock ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #366 holding.
Rehmann Capital Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 5 quarters since.
719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.